Change Investment Premium Method

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From the Investment Maintenance screen, type the number of the investment you wish to work with:


Invest Change 1.png


Click Find or press enter. The system will populate the screen with the investment information:


Invest Change 2.png


Click the Methods tab:


Investment Issuance Method.png


Click the drop down arrow next to the Premium Method field and select the new premium method to be used. Click the Save button on the toolbar. You will now see this message:


Transaction Successful.png


Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen.